See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,034 | $180,449+97.9% | $154,107+131.7% | $135,375+163.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -3.97% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $20,329 | $6,035+236.9% | $5,298+283.7% | $4,779+325.4% |
| Participant deferral / active EE | $12,909 | $5,806+122.3% | $5,081+154.1% | $5,609+130.2% |
| Admin fee / account holder | $299 | $16,143-98.1% | $13,411-97.8% | $10,827-97.2% |